Sales activity points

Is there a way i can set up a report, where we can impliment our sales acivity point metric?

i.e. each rep needs to hit a total of 40 points in a week, a successful meeting is 5 points and a call is one point.

Is this something that can be set up in a report on hubspot? So i want to times an meeting activity by 5 and a call by 1.

Hi @SHolding, I hope that you are well!
I’d like to share this article “Set up score properties to qualify contacts, companies, and deals” that might help you!
Here are some resources that might be of interest to you:
- The solution from @karstenkoehler on this post “Creating a report based on sales activity
- Sales Reporting & Performance Management Software
- Create sales reports with report collections
I also wanted to invite a couple of subject matter experts to this conversation: Hi @HubSpot_Corey, @Shadab_Khan and @ArtyCele do you have tips to help @SHolding, please?
Also, if anybody else has anything to add and/or share, please feel free to join in the conversation :slightly_smiling_face:
Thanks so much and have a fantastic day!
Best,
Bérangère

@BérangèreL thanks for the tag!

@SHolding I am aligned with the reply shared - Scoring property is the way to go!

Stay Awesome & Keep Doing it BIG :fire:

Hi @SHolding and thanks for the tag @BérangèreL

Another alternative is by using the new HubSpot formula fields [BETA] for reports, you can enrol in this beta via your Product Update page under “Formula Fields now in Custom Report Builder” but it requires one of any of the following subscriptions — CMS Enterprise, CMS Pro, Marketing Enterprise, Marketing Pro, Operations Enterprise, Operations Pro, Sales Enterprise, Sales Pro, Service Enterprise, Service Pro. Using this you can create a custom property by using the following code:

[ENGAGEMENT.hs_connected_count]+([ENGAGEMENT.hs_outcome_completed_count]*5)

You can then add the Activity Date is This Week filter on the report and it will only be calculated for the week that you are in. If you require further details, please just let me know.

Hey @SHolding

depending on the licence you have

but if you have Datasets with Operations Hub Enterprise

you can have formulas added as columns

Here is an article on how to do this.

If you dont have this licences

and for the moment neither Activities or users can have custom properties defined or calculated

the only way I think is to sync this into an excel and then embed that excel in a dashboard in HubSpot with the updated score.

Hope this helps